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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,844 | $66,673+52.8% | $203,872-50.0% | $65,306+55.9% |
| Participation rate | 73.7% | 53.8%+19.9pp | 77.8%-4.1pp | 57.7%+16.0pp |
| Annual return | 14.31% | 15.81%-1.5pp | 85.11%-70.8pp | 21.94%-7.6pp |
| Employer contribution / active EE | $1,643 | $1,702-3.5% | $3,757-56.3% | $1,967-16.5% |
| Participant deferral / active EE | $2,483 | $2,944-15.7% | $6,388-61.1% | $2,959-16.1% |
| Admin fee / account holder | $9,164 | $5,686+61.2% | $11,730-21.9% | $3,480+163.3% |